Industry Notes
November 30, 2022
We continue to see evidence that our well-established investment theme around global manufacturing re-shoring is still early stages when it comes to the electronics manufacturing service (EMS) providers we follow (“In Unchartered Territory; Launch on…
November 28, 2022
Our pricing checks on the Wednesday before Thanksgiving (11/23) of popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models provided some evidence that promotional activity during the holiday selling season could…
November 28, 2022
We checked retail prices last week (11/23) on hard disk drives (HDDs) and solid-state drives (SSDs) for the first time since May. Based on our latest survey work, we believe HDD retail prices are down…
November 17, 2022
This week, we spent a couple of days at CoMotion 2022 in Los Angeles where we had the opportunity to meet with and hear presentations from a range of participants, including government policymakers, operating in…
November 17, 2022
This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of October, which did not alleviate our concerns regarding European vehicle demand into next year. Recall, Aptiv (APTV;…
November 16, 2022
Yesterday (11/15), New York City’s Taxi Limousine Commission (TLC) voted to increase the minimum wage standards for Lyft (LYFT; $12.22; O/P) and Uber Technologies’ (UBER; $30.33; O/P) rideshare drivers by the end of this year….
November 16, 2022
Recent news flow has pointed to important progress on several autonomous vehicle (AV) commercialization roadmaps, which continue to offer viable opportunities for success even after recent management upheaval at TuSimple (TSP; $2.79; NR) and Argo…
November 14, 2022
We think Q3 results and outlook earlier today from Allego (ALLG; $2.98; NR), which is building out a fast-charging network in Europe, further highlighted robust demand for direct current (DC) fast chargers even in the…
November 10, 2022
Our most recent survey suggests aggregate inventories up and down the supply chain (27 companies with ~$85B in annual inventories) increased further during CQ3, which is especially worrisome given that most companies we follow saw…
October 18, 2022
This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of September that continues to raise questions around risks to vehicle demand into next year. Overall, European car…